Senior Wealth Advisor: Grow Client Portfolios & Strategies
Beacon Pointe
Beacon Pointe is seeking experienced Senior Wealth Advisors to join their team in various locations nationwide. The role emphasizes building long-term relationships and providing comprehensive financial strategies to high-net-worth individuals. Wealth Advisors will leverage a strategic platform supported by expert resources. Qualified candidates should possess over 5 years of experience and a proven track record in client acquisition, along with preferred certifications such as CFP® or CFA. Candidates will collaborate with specialists to ensure tailored financial advice. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Grow Client Portfolios & Strategies in Seattle, WA vacancy
- ...Credit Union in Bellevue, WA seeks a Senior Associate Financial Advisor to support and grow an existing book of business. You will assist clients with information, investment programs... ...alongside a Senior Advisor to implement strategies. The ideal candidate has at least 3...Senior
$188.25k - $282.47k
HireQuestNW in Bellevue, WA is searching for an investment professional responsible for managing investment matters and client inquiries for assigned accounts. The role requires a Bachelor’s degree in finance or a related field and 7-10 years of relevant experience. Candidates...Senior- NFP Corp is seeking an AVP, Advisor to join their wealth management team in Seattle. This role involves crafting tailored investment strategies aligned with client goals and executing sophisticated financial plans. You will lead client engagements and collaborate with external...Senior
- KeyCorp seeks a Senior Portfolio Strategist in Seattle, Washington, to provide expert investment strategies tailored to client needs. This role emphasizes collaboration with the relationship management team, ensuring integrated investment advice and achieving revenue growth...Senior
- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...Senior
$80k - $115k
Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial... ...will have over 5 years of wealth management experience and a bachelor...Senior- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...Senior
- Charles Schwab Corporation in Bellevue, Washington, is seeking a Wealth Advisor to provide personalized financial advice and manage client portfolios. The ideal candidate will possess a Bachelor’s degree and relevant FINRA licenses, along with extensive advisory experience...
- An established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative...
- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...
$130k - $185k
...combination of transformative strategy, transactions and... ...sell‑side transaction advisors bring deep sector... ...functional knowledge to our clients. We develop deal... ...join one of the fastest growing practices at EY and in... ...responsibilities As a Senior Associate - Consultant...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$147.5k - $272.58k
...Funding And Financing Strategy Senior Advisor WSP is currently initiating a search for a Funding and Financing Strategy... ...our Advisory & Planning Services and be a part of a growing organization that meets our client's objectives and solves their challenges. WSP USA...SeniorPart timeWork at officeLocal areaRelocation package- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long-term relationships with clients. The role partners closely... ...personalized financial strategies and help clients make the most... ...and multi-faceted to help grow our business. Our goal...Senior
Beacon Pointe Advisors
Seattle, WA2 days ago - A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional service...Senior
$188.25k - $282.47k
...Sr. Client Portfolio Manager Under the supervision of the Director of Investments, works as... ...compliance with established investment strategies, style and philosophy; coordinates with... ...regulations and WTB policies relating to wealth management. Compensation:...SeniorLocal area- Vision Media in Bellevue, WA is looking for a Senior Account Strategist to lead client relationships and oversee account strategy. This role requires a balance of relationship building, team leadership, and project management to ensure successful campaign delivery. The...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ...investment advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal...Senior
- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role requires strong relationship management skills and over eight years of experience in handling High...SeniorWork at officeRemote work
- ...over $4.7B in AUM is growing! As the firm rapidly expands... ...in a row! They are an advisor-built firm with... ...firm always puts their client’s best interest first.... ...seeking an entrepreneurial Senior Wealth Advisor to join their... ...including estate strategy, investment management...SeniorWork at office
$130k - $300k
...'re a purpose-driven, client-focused team committed... ...industry in aligning wealth, passion, and purpose... ...based approach, we're growing fastand we're looking... ...their trusted financial advisor. Develop and expand... ...on financial planning strategies. Your Experience:...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- Boutique Recruiting is seeking a Financial Advisor in Bellevue, Washington. This role involves guiding clients through their financial journeys and managing a diverse portfolio. Key responsibilities include client engagement, portfolio management, and educational content...
$150k - $180k
...possibilities for our clients. By delivering... ...of investment strategies and vehicles... .... The rapidly growing Custom Equity... .../short equity portfolios that allow,... ...to educate advisors, prospects, and... ...strategy with the Senior CPM and the... ...with wealth management advisors...Full timeWork at officeFlexible hours$80k - $100k
Overview The Senior Associate Financial Advisor serves as a transitional... ...supporting and growing an existing... ...working with clients already in the... ...and operational strategies. Track progress... ...active role in portfolio research and... ...investment or wealth management field...SeniorWork experience placementWork at office$96.6k - $122k
...Services LLC is seeking a qualified individual to join their Seattle team as a Wealth Advisor Support. This role involves assisting in delivering financial services, mentoring, and managing client relationships. Candidates should possess a strong background in financial...$150k - $180k
Invesco is seeking a Client Portfolio Manager based in Seattle. This role entails engaging clients with investment strategies while growing and retaining business. Candidates should have 5-8 years of experience, strong relationship-building skills, and a deep understanding...Flexible hours$69k - $127.8k
...commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy‑compliant credit recommendations while leading... .... About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive...SeniorPart timeWork experience placement- Slalom Build is seeking a Senior Principal to lead its Marketing, Advertising & Experience (MAX) capability in Seattle. In this role, you will shape marketing strategies and engage with clients to drive customer growth and media effectiveness. The ideal candidate will have...Senior
$180k - $260k
...Washington Job Summary The Senior Relationship Manager... ...as the Trusted Advisor for clients and prospects who are... ...revenue growth, active portfolio management and a... ...portfolio dynamics, and strategy within the current industry... ...for retaining, growing, acquiring and, when...SeniorPermanent employmentTemporary workWork experience placementInterim roleWork at officeNight shift$116k - $216k
...Senior Relationship Manager Location: 1301 5th... ...serves as the Trusted Advisor for clients and prospects who are... ...growth, active portfolio management and a strong... ...dynamics, and business strategy, in the context of the... ...strategies for retaining, growing, acquiring and in...SeniorPermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$69k - $127.8k
...commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading... ...visit: At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting...SeniorPart timeWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor: Grow Client Portfolios & Strategies. Be the first to apply!
Related searches
- strategic finance associate Seattle, WA
- associate leveraged finance Seattle, WA
- oracle cloud financials consultant Seattle, WA
- associate corporate finance Seattle, WA
- oracle financial functional consultant Seattle, WA
- financial planner Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- international financial advisor Seattle, WA
- financial advisor part time Seattle, WA
- estate planning consultant Seattle, WA